Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,732 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,362 | $45,109+49.3% | $85,187-20.9% | $77,736-13.3% |
| Participation rate | 78.5% | 48.7%+29.8pp | 67.5%+11.0pp | 70.6%+7.9pp |
| Annual return | 19.09% | 79.55%-60.5pp | 66.67%-47.6pp | 31.26%-12.2pp |
| Employer contribution / active EE | $4,212 | $1,602+163.0% | $2,732+54.1% | $2,728+54.4% |
| Participant deferral / active EE | $7,987 | $2,814+183.8% | $4,525+76.5% | $4,651+71.7% |
| Admin fee / account holder | $16 | $915-98.3% | $6,162-99.7% | $433-96.4% |